The Cohen Wealth Management Group

Merrill Lynch Wealth Management

1401 Manatee Avenue West
Floor 07
Bradenton, FL 34205
(732) 214-3596
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We strive to meet client’s long-term expectations while minimizing risk and preserving capital during periods of market volatility. We are dedicated to our client's welfare and seek long-term relationships that extend beyond individual transactions, spanning market cycles and even generations. By serving our clients well, we also succeed.
The Cohen Wealth Management Group
Merrill Lynch Wealth Management
Welcome

The Cohen Wealth Management Group provides personalized family wealth management services to an exclusive clientele of affluent individuals and families.

We develop strategies for asset and liability management, income and asset preservation, tax minimization, and generational wealth transfer to help clients achieve their goals of creating and growing wealth, preserving wealth, and planning and managing the transfer of wealth to establish lasting legacies in the most tax-efficient manner.

Our team believes that clients deserve the best resources available to help them reach their goals. With decades of combined experience, our team delivers access to one of the world's largest and most resourceful wealth management firms, crafting strategies that draw from the best-of-breed strategies and services available in the industry.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
David Cohen,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
941.741.2405
Mary Ann Regada
Officer, Wealth Management Client Associate
732.214.3596
Kerrolyn Greenland
Registered Wealth Management Client Associate
941.741.2402
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Amelia Obi
Wealth Management Banking Specialist
Merrill
Theodore Spiess
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #128538
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.